Strata Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Strata Wealth Advisors, LLC

$319 Billion
Q4 2024

A detailed history of Strata Wealth Advisors, LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 41,470 shares of SHY stock, worth $3.42 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

41,470

Previous 41,105 0.89%

Holding current value

$3.42 Million

Previous $3.42 Billion 0.53%

% of portfolio

1.07%

Previous 1.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$81.68 - $82.93 $29,813 - $30,269	365 Added 0.89%	41,470 $3.4 Billion
Q3 2024 Nov 13, 2024	BUY	$81.31 - $83.29 $77,488 - $79,375	953 Added 2.37%	41,105 $3.42 Billion
Q2 2024 Aug 14, 2024	BUY	$81.05 - $81.66 $2.56 Million - $2.58 Million	31,623 Added 370.77%	40,152 $3.28 Billion
Q1 2024 Apr 17, 2024	BUY	$81.49 - $82.34 $229,149 - $231,540	2,812 Added 49.19%	8,529 $697 Million
Q4 2023 Jan 31, 2024	BUY	$80.62 - $82.04 $199,292 - $202,802	2,472 Added 76.18%	5,717 $469 Million
Q3 2023 Oct 26, 2023	BUY	$80.71 - $81.38 $17,514 - $17,659	217 Added 7.17%	3,245 $263 Million
Q1 2023 May 10, 2023	BUY	$80.51 - $82.52 $243,784 - $249,870	3,028 New	3,028 $249 Million

Others Institutions Holding SHY

# of Institutions

1,289

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

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Strata Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History